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E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
All-In with Chamath, Jason, Sacks & Friedberg
The Market's Predictions for Inflation
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The Wall Street Journal is doing a little covering for the Fed there. I think everybody is pleasantly surprised that a CPI is now down to 3% and B You have not had a significant cooling of the jobs market. So certainly the odds now of a Soft landing have gone up. The thing that's sort of surprising about what Larry Summers is saying is That if you believe that inflation is going to come roaring back. That's certainly a contrarian betThat's not what the market is saying right now.
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